Level 11
09-06-2023
01:32 PM
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so after my client gave a little push back she got this email:
American Funds will prepare and send the 1099R for any 2023 payout. The 1099Rs will be mailed out by January 31, 2024.
ok.. back to me.. the first wtihdrawal i found out was in 2023 so we are good for 2022 also.